MWP

Meridian Wealth Partners Portfolio holdings

AUM $690M
1-Year Est. Return 10.62%
This Quarter Est. Return
1 Year Est. Return
+10.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.45M
3
+$3.81M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.84M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.82M

Top Sells

1
+$3.23M
2
+$2.88M
3
+$661K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$422K
5
XOM icon
Exxon Mobil
XOM
+$214K

Sector Composition

1 Financials 2.74%
2 Technology 2.07%
3 Consumer Discretionary 1.4%
4 Industrials 1.06%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$116K 0.07%
2,951
-14
77
$116K 0.07%
3,063
-741
78
$114K 0.07%
765
+363
79
$114K 0.07%
1,320
-181
80
$112K 0.07%
2,835
-19
81
$112K 0.07%
465
+13
82
$108K 0.06%
1,860
+320
83
$102K 0.06%
2,615
84
$101K 0.06%
1,145
+254
85
$100K 0.06%
494
+114
86
$98K 0.06%
850
87
$96K 0.06%
1,966
-814
88
$95K 0.06%
8,776
89
$94K 0.06%
2,011
-375
90
$92K 0.05%
570
+149
91
$89K 0.05%
535
92
$88K 0.05%
1,819
+3
93
$87K 0.05%
764
+136
94
$84K 0.05%
2,886
+1,011
95
$83K 0.05%
650
96
$83K 0.05%
389
97
$82K 0.05%
7,584
98
$82K 0.05%
918
+457
99
$80K 0.05%
1,519
+75
100
$78K 0.05%
706
-113
2 3
4
5 6